Inheritance Tax UK 2026/27 — Thresholds, Gifting, Pensions and Legal Reduction

Residence Nil Rate Band Explained — UK 2026/27

The residence nil rate band gives homeowners an extra £175,000 IHT threshold when passing the family home to direct descendants. Here is how to claim it and check you qualify in 2026/27.

Tax information is based on HMRC rules for the 2026/27 tax year. Tax rules can change — always verify current rates at GOV.UK. This is not tax advice. Consider consulting a qualified tax adviser for your personal situation.

The residence nil rate band (RNRB) is worth £175,000 per person in 2026/27 — on top of the standard £325,000 nil-rate band. A couple can combine their allowances to shelter up to £1,000,000 from Inheritance Tax when passing the family home to children or grandchildren. Here is how it works and how to make sure your estate claims it.

RNRB at a Glance: The Key Figures for 2026/27

Allowance Amount
Standard nil-rate band (per person) £325,000
Residence nil rate band (per person) £175,000
Combined individual threshold (with RNRB) £500,000
Combined couple threshold (both NRB + both RNRB) £1,000,000
IHT rate on amount above threshold 40%
Taper begins (estate over) £2,000,000

What Is the RNRB and How Does It Work?

The residence nil rate band was introduced in April 2017 to reduce IHT on family homes passed to direct descendants. It operates as an addition to the standard nil-rate band — but only applies to the value of a qualifying residential property.

If your home is worth £300,000 and your RNRB is £175,000, the remaining £125,000 of property value is covered by your standard NRB. The RNRB does not “stack” on top of assets other than the residence — it is specifically tied to the property.

What counts as a qualifying residence?

  • Your main home at any point (not just at the time of death)
  • A home you lived in and later let out
  • A home you moved out of (e.g. into care)
  • A property you downsized from after 8 July 2015

Who are “direct descendants”?

  • Children (biological, adopted, step-children, foster children)
  • Grandchildren, great-grandchildren
  • Spouses and civil partners of the above

Siblings, nieces, nephews, friends, and charities do not qualify.

Worked Example: How the RNRB Saves Tax

Without RNRB: David, widower, dies with an estate worth £700,000 — including his home worth £400,000 — which he leaves to his two children.

  • Standard NRB: £325,000
  • Taxable estate: £375,000
  • IHT: £375,000 × 40% = £150,000

With RNRB:

  • Standard NRB: £325,000
  • RNRB: £175,000 (home passes to children)
  • Total threshold: £500,000
  • Taxable estate: £200,000
  • IHT: £200,000 × 40% = £80,000
  • Saving: £70,000

Couples: Claiming Both RNRBs

When a spouse or civil partner dies first and leaves assets to the surviving spouse, IHT is not charged on that transfer (spousal exemption). The unused RNRB is preserved and transferred to the survivor.

Example: Margaret and Philip’s estate

  • Margaret dies first, leaving everything to Philip. Her RNRB goes unused — 100% transferred.
  • Philip dies later with an estate of £1,200,000 (including their home worth £500,000), leaving everything to their daughter.
  • Philip’s NRB: £325,000 + Margaret’s transferred NRB: £325,000 = £650,000
  • Philip’s RNRB: £175,000 + Margaret’s transferred RNRB: £175,000 = £350,000
  • Total threshold: £1,000,000
  • Taxable estate: £200,000
  • IHT: £80,000 (instead of £350,000 without the RNRBs)

The £2 Million Taper

For estates above £2,000,000, the RNRB is reduced by £1 for every £2 over the threshold.

Net estate value RNRB available (individual)
Up to £2,000,000 Full £175,000
£2,100,000 £125,000
£2,200,000 £75,000
£2,350,000 £0

The taper uses the net estate value after deducting liabilities — so outstanding mortgages, legitimate debts, and funeral costs reduce the estate value before the taper applies.

Downsizing: You Don’t Have to Own a Home at Death

If you sold your home or downsized after 8 July 2015 and no longer own a qualifying property at death, you may still claim a downsizing addition — provided the proceeds (or assets of equivalent value) pass to direct descendants.

This prevents people from being penalised for moving to a care home, sheltered housing, or a smaller property. The claim is made on form IHT435 within two years of death.

How to Claim the RNRB

The RNRB is claimed on:

  • Form IHT435 — for the RNRB on the estate
  • Form IHT436 — for transferring unused RNRB from a deceased spouse or civil partner

Both forms are submitted as part of the IHT400 estate return. Solicitors or professional executors usually handle this, but executors can do it themselves.

For straightforward estates below the combined threshold with no IHT to pay, a formal claim via IHT400 is still needed if assets exceed the Excepted Estate threshold.

Common Mistakes to Avoid

Mistake Consequence
Leaving the home to a sibling or niece RNRB not available — full estate above NRB taxed at 40%
Not claiming transferred RNRB from first spouse Overpaying IHT on second death
Forgetting to claim downsizing addition Missing allowance when property was sold pre-death
Estate above £2M — not reducing liabilities before taper Taper may wipe out RNRB unnecessarily

See our inheritance tax jointly owned property guide, taper relief on gifts, and inheritance tax guide.

Sources

  1. HMRC — Inheritance Tax: residence nil rate band
  2. GOV.UK — Inheritance Tax thresholds and allowances